Browsing Tag
Fiduciary
613 posts
Being a fiduciary means acting on behalf of another person or entity and having a legal and ethical obligation to put their interests above your own. Essentially, a fiduciary is entrusted with the responsibility to make decisions and manage assets in a way that benefits their client, not themselves. This relationship is built on trust and confidence, requiring the fiduciary to act with utmost good faith, care, and loyalty.
New Anti-ESG Bill ‘Protects Retirement Savings from Woke CEOs’
The ESG backlash continued Monday with Senator Steve Daines, R-Mont., introducing a bill to protect retirement savers from…
Empower Retirement Plan Sales Strong, Despite ‘Macroeconomic Factors’
The Colorado-based company hit $62 billion in the first half of the year.
(Yawn) Plan Better, Sleep Better: The Benefits of Financial Discipline
The youngest U.S. adults believe that small daily purchases—even a cup of coffee—will impact their long-term financial security
Vanguard to Pay ‘Restitution’ Over Target-Date Tax Liabilities
In addition, Vanguard will make a one-time payment to Massachusetts
Josh Itzoe’s TAPO Redux: We Have No Idea When He Actually Sleeps
We often kid Josh Itzoe about his tendency to talk (and talk some more). While it’s good-natured, it…
Recordkeeper Revolutionary Faith Teope on Combating Financial Abuse
Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement.
How Consistent 401(k) Participation Pays—Big: Study
'The compounding growth and upward trends we observed shows the benefit of staying the course in 401k plans'
Rollover Ripoff: IRA Investors Pay ‘Significantly’ More Than 401(k) Participants
The actual numbers are eye-popping
July Top Advisor by Participant Outcomes (TAPO)—Grant Arends
GRANT ARENDS WAS refreshingly blunt when revealing the super-simple secret to high participant utilization for worksite financial planning.…
A VERY Scary Case of 401(k) Participant Theft
They added a bank account belonging to another individual without the victim’s knowledge or authorization